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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,864 | $65,434+122.9% | $98,483+48.1% | $85,847+69.9% |
| Participation rate | 86.2% | 65.0%+21.2pp | 73.3%+12.9pp | 69.3%+16.9pp |
| Annual return | 36.11% | 21.75%+14.4pp | 1494.38%-1458.3pp | 318.61%-282.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,728 | $3,168+112.4% | $4,276+57.3% | $3,952+70.2% |
| Admin fee / account holder | $4,999 | $4,595+8.8% | $5,953-16.0% | $6,261-20.2% |